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I'm an FCA regulated Financial Planner based in the UK. I help individuals and businesses to plan their financial futures. I can offer advice in areas such as budgeting, cashflow planning, investing, retirement planning and insurance.
107 Cheapside, EC2V 6DN, London, United Kingdom
4.6
19 reviews
Ash listened to my concerns and barriers and found solutions that are completely tailored to me! He went above and beyond in finding ways I could invest. He wasn't judgemental and answered all the simple questions I had! Would recommend to anyone at the start of their investing journey!
Date of experience: October 18, 2024
Reply from Ash Shah DipPFS - Financial Planner
Glad I could help!
After spending time with Ash, I felt so much better about my Finances! Reassured & felt like I had a plan that was going to help me reach my goals. The best part for me was that his approach looked at the bigger picture; what was important to me outside of my financial goals & how to keep that a part of my future. Thanks Ash!
Date of experience: October 23, 2024
Reply from Ash Shah DipPFS - Financial Planner
Glad that you're feeling more at peace with your finances!
Have been subscribed to Ash's Wealthy Minds community since 2020 and have learned so much through his newsletters alone. Financial literacy is something I've been wanting to develop further, and Ash's information simplifies finance in a way that I can understand and follow. His approach to personal finance helped me navigate and plan my own finances. After wanting more tailored advice for myself, I found our first consultation to be thorough and informative, with Ash explaining and exploring different options and avenues available to me, based on my current situation and future goals. I find finances to be quite overwhelming, and Ash has been diligent, approachable and patient with any queries I've had, working with a timeline that fits for me. Would recommend booking in a consultation with him to see how he can add value for you too!
Date of experience: August 02, 2024
Ash has been a key adviser of mine for a few years and my go-to guy when seeking knowledge and making decisions in finance. He's a great guy and very knowledgeable in his field. He has helped me in key areas of my businesses and would highly recommend him to others!
Date of experience: August 27, 2024
Known Ash for a while now and he's always been able to provide sensible and knowledgeable advice to ensure I achieve the goals that I have wanted to achieve. Really logical and thought out plans and would highly recommend to others!
Date of experience: August 22, 2023
Ash is extremely knowledgeable and over the last 5+ years has been invaluable in helping me understand how to make the most of my finances. He takes the time to explain products and financial jargon making sure you are aware of the risks and benefits at all stages. I will continue to use his services in the future and encourage others to do the same.
Date of experience: August 21, 2024
Thanks Ash. Sensibie, practical advice and some helpful tips too
Date of experience: August 21, 2024
Ash has been invaluable to the management of our finances for 6 years and has gone above and beyond to ensure we are fully aware of what’s involved.
Not only did Ash explain how the specific products work but educated us on how to approach the management of our finances and ensure we are looking at our long and short term goals.
Ash always took the time to answer any questions we had and even discussed the alternatives we brought to the table.
I would definitely recommend him when it comes to financial advice and wealth planning and will continue to use him in the future.
Date of experience: July 15, 2024
Ash helped to wade through our finances and make sense of it all. He then created plans to help us meet our short and long term financial goals! His friendly and laid back attitude was a winner compared to other advisors we have met.
Date of experience: August 15, 2023
I have been working with Ashish for the past 2 years. I came across his page at a time where I really did not know how to manage my finances. He understood my lack in knowledge and was very patient with me in explaining and teaching me to understand my finance better. He created plan that works with my lifestyle, I would highly recommend Ashish to anyone who wants to manage their finances better!
Date of experience: June 14, 2024
Ash was very personable and tailored the calls towards my personal goals both short-term and long-term, providing solutions which I am putting into place.
The cashflow models that he used to demonstrate my future wealth was very helpful in allowing me to continue planning for my future with much more clarity than before.
Date of experience: June 25, 2024
Ash has helped me understand our financial situation immensely! He modelled our finances with projections, this really helped in making certain decisions for the future. He’s a great listener and has really helped gain clarity and confidence! Thank you Ash.
Date of experience: February 12, 2024
I've known Ash for several years now and he has never failed in making me get the most out of my money.
His customer service is excellent. He is approachable and very fast in responding to my financial questions or queries. Ash takes time to listen to my situation and helps create a plan to reach my financial goals.
Over the years - he has provided me with useful financial advice and educated me in order to take good financial decisions.
I recommend him when it comes to financial advice and wealth planning. Thank you Ash and I look forward to working with you in the many years to come.
Keep up the good work!
Date of experience: May 28, 2024
My experience was great because Ash spent time listening to all my goals and challenges regarding financial planning. He not only advised and provided better clarity on my plans but also gave me graphs and visualized data. This was priceless.
I feel very good when meeting Ash. He makes me feel like I can actually manage my financial mess.
Date of experience: May 22, 2024
Reply from Ash Shah DipPFS - Financial Planner
Thank you so much for the feedback, it was a pleasure to work with you!
Had a really great experience with Ash. Sitting down with him and explaining my financial situation, he managed to provide me with a great deal of advice that was useful for my situation. He also explained areas that I wasn't as familiar with in a clear way to help my understanding of the topics and showed me options that I wasn't aware of to enable me to get the most out of my money.
Date of experience: May 24, 2024
Reply from Ash Shah DipPFS - Financial Planner
Thank you for the feedback! It was great to work with you.
Happy client for the past 4 years!!
Ash first introduced me to his Wealthy Minds community back in 2020 and I quickly developed a keen interest in personal finance and investing. Before long, I was learning how to make money work for itself.
Ash’s personalized financial advice has been invaluable. He helped me understand complex aspects like inheritance tax and pension planning, allowing me to take a more holistic approach to managing my finances. His thoroughness and attention to detail reassured me as we navigated my concerns about affording a wedding, buying a house, and starting a family.
If you’re serious about taking control of your finances, I highly recommend consulting a financial advisor like Ash. His expertise and dedication have truly transformed my financial outlook and given me the confidence to plan for the future.
Date of experience: April 24, 2024
Reply from Ash Shah DipPFS - Financial Planner
Thank you for the feedback!
I can’t recommend Ashish enough!
Working with Ash over the last 5 years has been an incredibly rewarding experience. He has not only helped me grow my portfolio, but has helped me save money using his own personal practices. He has demystified the world of finance to me and has been a sound backboard for all the questions and ideas that I have had. Not forgetting to add that he is a such a genuine person, always quick to help and never to judge!
I now hold a successful multi-asset portfolio that is well balanced and I owe it to Ash. Thank you for changing my relationship to money and giving me the confidence to get this far!
Date of experience: May 16, 2024
Reply from Ash Shah DipPFS - Financial Planner
I'm proud of the progress you have made!
I was at page zero walking into the session with Ash and he helped me figure out a plan to begin with to get to my goals of financial freedom. He gave me a crash course on what my options are, where to go next and how to make decisions. He also de-godified the process of achieving wealth for me. 10/10 recommend this to everyone who is at any stage of achieving financial abundance.
Date of experience: June 22, 2023
Reply from Ash Shah DipPFS - Financial Planner
I'm glad you found our session useful! Thanks so much for the feedback.
I was introduced to Ash in 2019.
He welcomed me to his Wealthy Minds community
and soon after I was addicted to personal finance,
leaning into investing, I soon learnt how to make money work for itself.
As time went on, I began to understand the importance of tailored financial advice, not only bases on my wealth, but also my goals looking forward. I now consider new things, like inheritance tax and pensions, something that I found very confusing earlier on, and take a more holistic approach with my finances.
I was impressed with the amount of depth and attention to detail that Ash went through during my financial planning. I was concerned about being able to afford a wedding, a house, kids.. Going through the numbers with Ash really reassured me and gave me a plan on how to manage my finances in the coming years.
He considered things I would have never thought about. For example, how I could save on stamp duty
with a joint-borrow-sole-proprietor mortgage
and in which order to start drawing from savings and investments when the time comes. If you’re starting to take your finances more seriously, or you want to,
I would highly recommend seeing a financial advisor, like Ash.
Date of experience: May 09, 2024
Reply from Ash Shah DipPFS - Financial Planner
Thanks for your amazing feedback! It was a pleasure to work with you.
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